Seth Klarman

Seth Klarman

The Baupost Group
Last update 2020-02-13 29 Stocks (3 new)
Value $8.60 Bil Turnover 9 %
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Seth Klarman's Portfolio

Seth Klarman Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
HPQ HP IncHardware32,842.0410,000,000205,500New Holding2.39+2.39%0.69+15.82%+10.17%
ERI Eldorado Resorts IncTravel & Leisure5,301.55389,02623,202New Holding0.27+0.27%0.50+30.04%+16.48%
MDRIQ McDermott International IncOil & Gas9.27805,693535New Holding0.01+0.01%0.43-91.89%-92.68%
VIAC ViacomCBS IncMedia - Diversified17,603.4417,000,000713,490+41.67%8.29+2.44%4.44-24.30%-30.21%
MCK McKesson CorpMedical Distribution30,240.951,597,516220,968+22.32%2.57+0.47%0.90+13.60%+23.47%
EBAY eBay IncRetail - Cyclical30,394.3819,994,970722,018+20.12%8.39+1.41%2.51+8.52%+4.38%
LBTYK Liberty Global PLCMedia - Diversified12,877.4952,392,9951,141,905+19.19%13.27+2.14%8.28-6.33%-6.91%
FOXA Fox CorpMedia - Diversified21,793.5827,322,7201,012,8530%11.770%4.50+3.18%-0.11%
VSAT Viasat IncHardware3,463.7113,732,0681,005,1190%11.680%22.10-21.78%-20.92%
LNG Cheniere Energy IncOil & Gas13,603.6910,139,133619,1970%7.200%3.95-8.82%-10.15%
TBPH Theravance Biopharma IncBiotechnology1,610.109,309,168241,0140%2.800%16.40+47.16%+0.04%
CLNY Colony Capital IncREITs2,414.3749,687,370236,0150%2.740%10.19+6.10%+7.58%
NXST Nexstar Media Group IncMedia - Diversified5,577.722,000,000234,5000%2.730%4.33+22.77%+6.46%
UNVR Univar Solutions IncChemicals3,852.909,500,000230,2800%2.680%5.63-0.57%-6.56%
FOX Fox CorpMedia - Diversified21,841.265,680,307206,7630%2.400%0.94+4.41%+0.38%
LBTYA Liberty Global PLCMedia - Diversified12,904.877,657,205174,1250%2.020%1.21-5.43%-5.85%
TBIO Translate Bio IncBiotechnology478.9717,544,239141,3580%1.640%29.23-28.27%-3.07%
ATRA Atara Biotherapeutics IncBiotechnology722.368,308,900136,8480%1.590%18.08-4.92%-17.91%
ABC AmerisourceBergen CorpMedical Distribution19,963.261,166,29999,1590%1.150%0.57+10.74%+14.03%
VRTV Veritiv CorpIndustrial Products214.123,564,43970,1130%0.820%22.42-22.81%-30.86%
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